Jeffrey Franco
JV Global Capital · Houston, Texas
Jeffrey Franco is a fee-only financial advisor at JV Global Capital in Houston, Texas. Jeffrey focuses on retirement planning. JV Global Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | JV Global Capital |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.1M across 30 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7999779 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jvglobalcap.com |
| Profile |
How Jeffrey's firm compares
- JV Global Capital's average account is about $770,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Jeffrey
Is Jeffrey Franco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and JV Global Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, JV Global Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Franco based?
Jeffrey Franco is based in Houston, Texas.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning. Jeffrey works with founders and executives.
Is Jeffrey Franco registered with the SEC?
Yes. Jeffrey Franco is registered as an investment adviser representative in TX (CRD 7999779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JV Global Capital manage?
JV Global Capital reports $23.1M across 30 accounts in assets under management.
How do I contact Jeffrey Franco?
Through Jeffrey's website, www.jvglobalcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JV Global Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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